At Salesforce's annual tech conference "Dreamforce" they and Google announced two integrations that Salesforce built on top of G Suite: Salesforce Lightning for Gmail and Sales Cloud integration with Google Sheets.
Originally posted to Google Cloud
In addition to existing integrations with Google Calendar, Gmail (for Salesforce IQ), Drive and Contacts, these new offerings will allow nonprofits to work more effectively with smarter tools.
Salesforce Lightning for Gmail
This integration brings together the leading services in CRM and email.
Nonprofits can now streamline repetitive but important tasks they can:
- Review Salesforce records relevant to their emails.
- Add contacts from their address book into Salesforce.
- Create new Salesforce records.
All from within Gmail.
A pilot of Lightning for Gmail will be available by the end of this year for free to all Salesforce customers. Interested customers can contact their Salesforce account managers to sign up for the pilot program.
[May we suggest reading: Google Apps vs. Microsoft Office 365]
Sales Cloud and Google Sheets
The Sales Cloud integration with Sheets makes it easy for users to link any Salesforce List View to a Google Sheet.
Users can also view, edit, and delete records within Sheets and sync those changes back to Salesforce.
For nonprofits that understand the role technology can play in solving the everyday problems they face, it can be transformational to their mission.
However, for many realizing the full benefit of investing in technology has proven to be difficult.
Tech Impact has worked with hundreds of nonprofits with limited resources and ensures that you receive every software and product discount available.